Institutional Ownership First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 3.02 Million shares, which have been reported (via 13F filing form) to have a value of $80.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
349,636
shares
|
$9.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
239,809
shares
|
$6.4 Million
1.7% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
214,734
shares
|
$5.73 Million
0.0% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
168,533
shares
|
$4.5 Million
0.01% of portfolio
|
Q1 2025
Added 22.45%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
163,135
shares
|
$4.35 Million
0.01% of portfolio
|
Q1 2025
Added 28.52%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
159,565
shares
|
$4.26 Million
0.69% of portfolio
|
Q1 2023
Added 0.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
143,131
shares
|
$3.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
106,076
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Added 29.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
84,379
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,759
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
78,929
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
63,720
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
62,343
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
61,010
shares
|
$1.63 Million
1.7% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
48,278
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2024
Added 31.79%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
43,637
shares
|
$1.16 Million
0.17% of portfolio
|
Q4 2024
Added 45.63%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
43,385
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
41,819
shares
|
$1.12 Million
0.23% of portfolio
|
Q1 2024
Added 17.49%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
41,244
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
40,437
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
34,914
shares
|
$931,505
0.0% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
34,405
shares
|
$917,925
2.38% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
33,884
shares
|
$904,025
0.0% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
29,842
shares
|
$796,184
0.02% of portfolio
|
Q1 2025
Added 78.58%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
29,064
shares
|
$775,427
0.01% of portfolio
|
Q4 2024
Reduced 30.87%
|